Choose a campaign's content

In the Content step ("What should they get?") you choose how each company's email is written.

With One email or By category, once a template is attached the step shows "Approach:" and the one you picked; click Change approach to pick again.

One email#

1. Choose One email.
2. Pick a template from your library with Use template, or click Create new template. Use Search your templates to find one.
3. Optionally click Add another email. With more than one email, companies get them in turn: each company gets one.

The campaign keeps its own copy of the template, so editing the library template later doesn't change a running campaign. When the library version has changed, the campaign offers Use latest.

From an email's card you can Change it, Preview it, and open Edit in studio (for library templates) or Move to library (for emails written in the campaign). Preview as a company is in the card's ⋯ menu.

By category#

1. Choose By category.
2. For each email, set For companies in category. Leave it as Every other company for the catch-all email.

AI-written#

1. Choose AI-written.
2. Write the Brief for the AI: who you are, what you offer and the tone, in a sentence or two. It can be up to 4,000 characters. Each company's name, location and website details are added for you.

Each email is written just before it's sent. To read one first, open its card on the Schedule tab and click Write draft; the draft is then stored and sent as shown.

On the campaign's Email → Settings you can also choose a Layout: one of the campaign's block templates. The AI then rewrites only its headings, text and button labels, and keeps images, links and your signature as designed.

Troubleshooting#

• "Choose an email template": pick a template for each email.
• "Every email needs a subject line": add a subject to the template.
• "Write a brief for the AI (a sentence or two)": the brief needs at least 10 characters.